Advance Capital Management’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,494
| Closed | -$250K | – | 170 |
|
|
2025
Q1 | $250K | Buy |
1,494
+38
| +3% | +$6.36K | 0.01% | 137 |
|
|
2024
Q4 | $211K | Sell |
1,456
-248
| -15% | -$35.9K | 0.01% | 147 |
|
|
2024
Q3 | $251K | Sell |
1,704
-87
| -5% | -$12.8K | 0.01% | 130 |
|
|
2024
Q2 | $280K | Sell |
1,791
-343
| -16% | -$53.6K | 0.01% | 122 |
|
|
2024
Q1 | $337K | Sell |
2,134
-556
| -21% | -$87.7K | 0.02% | 108 |
|
|
2023
Q4 | $401K | Buy |
2,690
+125
| +5% | +$18.6K | 0.03% | 78 |
|
|
2023
Q3 | $433K | Buy |
2,565
+37
| +1% | +$6.24K | 0.04% | 73 |
|
|
2023
Q2 | $398K | Sell |
2,528
-84
| -3% | -$13.2K | 0.05% | 72 |
|
|
2023
Q1 | $426K | Sell |
2,612
-875
| -25% | -$143K | 0.08% | 60 |
|
|
2022
Q4 | $626K | Buy |
3,487
+602
| +21% | +$108K | 0.08% | 44 |
|
|
2022
Q3 | $414K | Buy |
2,885
+143
| +5% | +$20.5K | 0.05% | 49 |
|
|
2022
Q2 | $397K | Buy |
2,742
+1,081
| +65% | +$157K | 0.05% | 53 |
|
|
2022
Q1 | $270K | Buy |
+1,661
| New | +$270K | 0.03% | 71 |
|